CFP, CFA, B. Comm
Sean joined Nicola Wealth Management in August 2006. He brings with him over 20 years experience working in the mutual fund, insurance, and banking industries; he also has experience working in the technology field as a technical analyst.
Sean graduated with a Bachelor of Commerce Degree (honours) from Thompson Rivers University and also holds both the CFP and CFA designations.
At NWM, Sean primarily spends most of his time actively engaged in analyzing both Canadian & U.S. equities; he is also the co-manager and trader of two of our NWM Funds that extensively use derivative strategies.
Other NWM Funds he is co-managing: NWM Canadian Tactical High Income Fund, NWM U.S. Tactical High Income Fund, NWM Global Bond Fund and NWM Global Equity Fund.
Question & Answers
Favourite Sport to play?
If you could travel anywhere in the world, where would it be?
Were you named after anyone?